The workspace includes an AI-powered chat interface that connects to your project’s channel agent. Use it to ask questions, request document processing, and get assistance with data review.
Using the Chat Pane
The chat pane appears on the far right of the workspace. When a chat session is active, the workspace switches to an equal-thirds layout — documents on the left, data forms in the center, and the chat pane on the right — giving you full context while conversing with the AI.
You can:
- Ask questions about the current document or extracted data
- Request processing — Ask the assistant to run specific operations
- Get help with data review and validation
- Discuss findings with the AI in the context of your project
Automatic Chat Prompts
Task templates can be configured to automatically start a chat session when a user opens a task. This sends a pre-configured prompt to the AI assistant, providing immediate, context-aware guidance.
When enabled, the automatic chat prompt:
- Opens the chat panel automatically when the task is opened
- Creates a new channel scoped to the task
- Sends the template prompt with task variables substituted (task title, documents, assignee, etc.)
- Displays the message collapsed as “Requesting task assistance…” — click the expand icon to view the full prompt
- The AI assistant responds with tailored guidance
If a chat session already exists for the task, the existing conversation is shown instead of creating a new one.
Configuring Automatic Chat Prompts
Automatic chat prompts are configured on the Chat Prompt tab of the Task Template Editor. You define a prompt template with variable placeholders like {taskTitle}, {documentFamilyPaths}, and {assignee} that are filled in with actual task data at runtime.
Automatic chat prompts are a great way to onboard new team members to a workflow — the AI provides step-by-step guidance when they open each task, based on the specific documents and data they need to review.
Agent Processing Status
When the AI assistant is processing a request, a status indicator shows the current processing state. This helps you understand what the assistant is doing and when results are ready.
Assistants Panel
The Assistants panel in the left sidebar provides access to assistant configuration, including training mode for improving AI performance.
Channel Panel
The Channel panel provides access to messaging channels scoped to the project or the current task. Channels support team communication alongside AI-assisted interactions.
Use the chat assistant to quickly validate extracted data. Ask it to check specific fields against the source document or to explain why certain values were extracted.
